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Smith & Williamson Investment Management bereavement contacts

now Evelyn Partners

Customer service line

Smith & Williamson Investment Management does not list a separate bereavement line, so this is their main number. Tell them someone has passed away and they will pass you to the right team.

Call Smith & Williamson Investment Management

Do these three first

They are free, and between them they reach most of the government, most banks, and the junk mail lists. None of them takes email, so use each button.

Tell Us Once

A free GOV.UK service. It tells most government departments at once, including HMRC, DWP, DVLA, the Passport Office and the council. Use the reference number the registrar gives you.

Start Tell Us Once Done

Death Notification Service

A free service set up by UK banks and building societies. It tells many of them at once.

Use the free form Done

The Bereavement Register

Free. Stops junk mail and marketing post in their name.

Write the letter for me

Fill in what you know. We use it to write one letter, and every Email button on these pages opens it ready to send from your own email. Leave anything blank and the letter keeps a gap for you to fill in.

What you type stays on this device. It is not sent to us, and it is cleared when you close this tab.

Their full name Their date of birth The date they passed away Their last address, with postcode Account, policy or customer number, if you have one Your name How you knew them, for example daughter or executor A phone number they can call you on

The letter

Before you get in touch

Smith & Williamson's investment business is now called Evelyn Partners. You can call their main number and tell them the person has passed away. Their team supports clients dealing with a loss, and they'll guide you through what they need, usually a copy of the death certificate.

Checked on 29 September 2026 against Smith & Williamson Investment Management's own page. Numbers do change now and then, so if one doesn't work, their page is the best place to look.

Other investments, credit and credit files

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